Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Capital World Growth and Income Fund R3 in their Schedule of Assets, totaling $951K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STRATEGIC RESOURCES, INC. STRATEGIC RESOURCES, INC.401(K) PROFIT SHARING PLAN | VIENNA VA | 460 | $4.7M | $604K |
| 2 | GREENWOOD CHEVROLET, INC. GREENWOOD CHEVROLET, INC. 401(K) PROFIT SHARING PLAN | YOUNGSTOWN OH | 145 | $9.6M | $346K |
